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Chamath Palihapitiya

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
26211 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

January, they launched co-work for business users.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

You know what that does, cron jobs.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

You can connect to your Gmail, your Notion, whatever it is.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And then Opus 4.6, which consensus-wise, everybody thought this is a major step function.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Jensen, Michael Dell, everybody's called it out.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Jensen actually called it back in November an inflection point and the first agentic model.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And Opus 4.6

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

has basically, Dell said, hit a threshold that we haven't seen before in terms of real productivity in Teams.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

February, they dropped a bunch of Cloud Code plugins that caused the SaaSpocalypse, not the Saxpocalypse, the SaaS, software as a service.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

You were the tip of the spear there.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

We'll get into it.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Yes.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

It seems like you may have divested at exactly the right time.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

All right, $6 billion in annual run rate was added in February alone.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Brad referenced a couple of weeks ago here on the pod.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Earlier this week, they announced computer use, a new agentic system for enterprise grade kind of open claw functionality.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Now you can use the clawed app from your phone to control your desktop computer.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Really slick feature.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Here's the calendar release over the past two months.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

For the team at Anthropic, Dario, come on the pod anytime.